Senior Administrative Assistant – Investment Management
Location: Boston, MA
We are seeking an experienced Senior Administrative Assistant to join the investment support team of a highly regarded investment management firm in Boston. This position supports multiple investment teams and is ideal for an administrative professional who thrives in a fast-paced, collaborative environment and enjoys providing high-level support to investment professionals.
The successful candidate will be highly organized, detail-oriented, proactive, and comfortable managing multiple priorities. This is a true administrative support position offering exposure to a dynamic investment environment and a broad range of responsibilities.
Key Responsibilities
- Manage complex scheduling across multiple calendars, including meetings, conference calls, conferences, and industry events
- Coordinate complex domestic and international travel arrangements from initial planning through trip completion
- Prepare and process expense reports and assist with invoice processing
- Manage and monitor multiple investment-team inboxes, ensuring appropriate coverage and timely responses
- Maintain company databases, contacts, filing systems, and other administrative processes
- Track and distribute earnings information, news alerts, financial statements, and other investment-related information
- Collect and distribute relevant company, market, and industry research
- Draft correspondence and provide day-to-day administrative support to investment professionals
- Collaborate with administrative team members to provide seamless coverage across investment teams
- Assist with ad hoc projects and identify opportunities to improve administrative processes and efficiencies
Qualifications
- Undergraduate degree or equivalent experience
- 4+ years of professional administrative support experience in a fast-paced environment
- Financial services, investment management, or real estate industry experience preferred
- Previous experience supporting senior investment professionals preferred
- Strong organizational, prioritization, and problem-solving skills
- Excellent attention to detail and accuracy
- Strong written and verbal communication skills
- Intermediate to advanced proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
- Ability to work independently while collaborating effectively within a larger team
- Ability to manage multiple priorities and deadlines simultaneously
- Flexible and proactive approach with the ability to adapt to changing business needs
